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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,453 | $144,130-66.4% | $117,860-58.9% | $147,585-67.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 17.58% | 531.20%-513.6pp | 335.10%-317.5pp | 578.58%-561.0pp |
| Employer contribution / active EE | $4,828 | $4,897-1.4% | $3,786+27.5% | $4,876-1.0% |
| Participant deferral / active EE | $3,636 | $5,316-31.6% | $4,482-18.9% | $5,439-33.2% |
| Admin fee / account holder | $10 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |